Small cap stocks, which surged after President Trump’s election and through last summer, have stalled a economic data has weakened and investors have begun bracing for a possible recession. This…
Tag: Market Trends
Deep Dive into Value Performance
For the first in a three-part article series, Morningstar used its database to “dig into the current spell of underperformance for value funds” by analyzing the historical landscape, putting recent…
Why Stock Dividends Are Slowing Down Around the World
The latest installment of the quarterly Janus Henderson Global Dividend Index shows that while second-quarter global dividends hit a new record, they grew at a slower rate as a result…
This Value Investor Sees a Comeback in the Offing
Atlantic Investment Management founder Alexander Roepers thinks things are about to change for value investors, according to a recent article in Institutional Investor. In a report published last month on…
The Danger of Judging Decisions by Their Outcomes
Judging the quality of your decisions can be one of the most challenging aspects of investing. The process can seem simple on the surface because every investing decision you make…
El-Erian on the Meaning of the Market Rebound
A recent article by Bloomberg columnist Mohamed El-Erian discusses the implications of the robust rebound in U.S. stocks that occurred earlier this month, noting that it “raised several questions related…
Market Movements and Generational Mindsets
An article in CFA Institute shares the opinion of Fundstrat Global Advisors co-founder Thomas Lee, CFA, that “major economic shifts occur in tandem with generational milestones.” “Generations drive markets way…
FOMO Drives Stocks
A small percentage of stocks account for most of the market’s gains, putting pressure on investment managers. This according to a recent article in The Wall Street Journal. “Fear of…
Stocks Facing the Economy Versus a World in Turmoil
The stock market has “some things going for it right now,” says a recent article in The Wall Street Journal, citing rising corporate earnings and economic growth as contributing factors.…
Sears' Troubles Make Indexing More Attractive
It’s harder than ever for stock investors to beat an index fund because of what has become a “Winner Take All” economy in which relatively few large players are dominating…